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Please Note: This event has already taken place.

Estate, Gift and GST Tax Basics for the New Estate Planner

Description:

Attention: This program has sold out.
If you would like to sign up to view the online broadcast, you may do so by
clicking here. Stay tuned for the next program in
this series on November 2 that will cover Basic Estate Plan
Documents.

This is the first part in a year-long series of
monthly discussions designed to provide new and transitioning practitioners a
core set of tools necessary to practice in the areas of estate planning and
probate administration. The series will cover substantive legal aspects of
the practice, as well as practice tools, management and marketing concepts
necessary to build a successful Trusts and Estates practice.

This first session will lay a foundation for the
series by providing a basic overview of the estate, gift and GST
taxes. Speaker Geoffrey Mason of Ropes & Gray will
explain the scope of the taxes and how they drive certain aspects of the estate
planning process. The session will provide attendees with a framework for
the second session on drafting basic estate planning documents.

WEBCAST: This seminar is also available live
and on-demand via WestLegalEd Center. Click here to register to
view the program online.